Michaela Baumann
White Plains,NY
Summary
Results-oriented executive with demonstrated record of accomplishment in streamlining operations, and executing trades with accuracy. Decisive leader promoting operational improvements, market expansion and positive corporate culture as keys to success. Proven leader in portfolio execution, adept at executing portfolio managers orders and enhancing team performance at Security Global Investors. Skilled in bank reconciliation and trade processing thereby driving operational excellence and asset allocation strategies.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
Work History
Managed Accounts Head Trader
Security Global Investors
03.2004 - 05.2010
- Identified discrepancies in financial records, initiating corrective measures to ensure accurate reporting of financial data.
- Mentored junior accounting staff, enhancing their skills and performance through regular feedback sessions and training programs.
- Established strong relationships with external auditors, resulting in efficient audit completion and minimal adjustments.
- Reduced outstanding receivables through diligent monitoring and timely follow-ups with clients.
Portfolio Administrator
Groupama Asset Management SGR S.p.A
10.2000 - 03.2004
- Executed trades efficiently while minimizing impact on market prices, maximizing returns for clients'' portfolios.
- Maintained accurate records using various software systems, ensuring data integrity and regulatory compliance.
- Oversaw daily operations, ensuring timely completion of tasks and adherence to company policies and procedures..
- Improved risk management through diligent monitoring of portfolio positions and alerting relevant parties of potential issues.
- Assisted in the onboarding process for new clients, facilitating seamless integration into existing systems and processes.
- Trained and mentored new team members, fostering a positive work environment and promoting professional growth.
- Maintained a deep understanding of relevant regulations affecting portfolio administration activities to ensure full compliance at all times.
Education
Bachelor of Science - Finance
Boston College
Chestnut Hill, MA05.2000
Skills
- Trade execution
- Bank Reconciliation
- Trade Processing
- Asset Allocation
- Reconciliation Processes
- Settlement Procedures
- Microsoft Office proficient
Volunteer with over 15 years of experience
PTA President of Hospitality, VP of Class Parents, VP of Fundraising
- Volunteer with over 15 years of experience in education and advancement
- Self-motivated, with a strong sense of personal responsibility.
- Excellent communication skills, both verbal and written.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in a team setting, providing support and guidance.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
Timeline
Managed Accounts Head Trader
Security Global Investors
03.2004 - 05.2010
Portfolio Administrator
Groupama Asset Management SGR S.p.A
10.2000 - 03.2004
Bachelor of Science - Finance
Boston College
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